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iShares ESG Advanced MSCI EAFE ETF

188 hedge funds and large institutions have $407M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

30% less capital invested

Capital invested by funds: $582M → $407M (-$175M)

58% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 45

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$3.34M
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$3.32M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.3M
APW
29
Atlantic Private Wealth
North Carolina
$3.18M
AFG
30
Albion Financial Group
Utah
$3M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.98M
EFN
32
Equita Financial Network
Pennsylvania
$2.83M
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$2.68M
Corient Private Wealth
34
Corient Private Wealth
Florida
$2.6M
Osaic Holdings
35
Osaic Holdings
Arizona
$2.49M
AM
36
Atwater Malick
Pennsylvania
$2.41M
WA
37
Westfuller Advisors
New York
$2.37M
AC
38
Arjuna Capital
North Carolina
$2.21M
DRP
39
Decker Retirement Planning
Utah
$2.15M
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$2.15M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.12M
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$1.89M
NA
43
NewEdge Advisors
Louisiana
$1.89M
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.78M
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.77M
Bank of America
46
Bank of America
North Carolina
$1.73M
SW
47
SoFi Wealth
California
$1.7M
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.65M
XPN
49
XY Planning Network
Montana
$1.55M
MWM
50
Modern Wealth Management
Kansas
$1.54M